Credit Union Member Communications Suite.
Customized, data-driven solutions for Credit Unions. We deliver compliant member statements and eDocuments through a secure infrastructure built on 40 years of category expertise.
Multiple
SSAE 16 Type II Sites
40 Years
Category Expertise
PCI
Certified Compliance
Omni
Channel Presentment
Delivering Value
In All We Do.
Smart Source provides a solid foundation for your critical communications, combining scalable infrastructure with a culture of absolute accountability.
Dual Purpose-Built Facilities
Strategically located in Santa Ana, CA and Coppell, TX for national redundancy.
Scalable Capacity
Latest technology to meet output volume growth now and into the future.
Operational Flexibility
Production experience and flexibility to accommodate changing requirements.
Critical Reporting
Unique online reporting tools critical to transparent client communications.
Proven Track Record
Consistently meeting SLAs and delivering a high level of client support.
Interactive
Tech.
Our “StreamOne” suite of technologies automates the entire document lifecycle, from raw data ingestion to real-time member presentment.
dataStreamOne™
Custom data composition engine supporting unlimited streams (Raw, PDF, AFP, Metacode) with post-composition enhancements.
messageStreamOne™
Messaging portal giving document owners complete design control over dynamic text and variable graphics based on member data.
letterStreamOne™
Secure Word-based dynamic correspondence. Manage templates with hierarchical approval workflows and 24/7 access.
eStreamOne™
Single feed for ePresentment (PDF/HTML) with SSO integration, secure iFrame, API infrastructure, and automated SMS/Email notifications.
workStreamOne™
Transparent client dashboard for real-time job monitoring, piece-level tracking (UPT), and detailed management reporting.
Hybrid Logic
Customized integration to your existing EMR/PMS systems, ensuring seamless transition with zero disruption.
From Dull to
Remarkable.
Our redesign process converts static, uninspired documents into high-performance marketing tools.
Enhanced Clarity
Driven ROI
Integrity First
Security &
Compliance.
Our facilities and processes are built to meet the most stringent regulatory requirements in the financial sector. We provide military-grade data protection and physical site security.
SOC 2 Type II
Annual AICPA auditing for process and data controls.
SSAE 18
Certified financial reporting and accounting standards.
Purpose-Built Redundancy
Dual production facilities in CA and TX with high-bandwidth failover and backup generators.
Unique Piece Tracking (UPT)
2D camera verification tech at the inserter level ensures 100% piece-level integrity for every mail packet.
Physical Security
Key card access, 24/7 surveillance, and rigorous background checks for all production personnel.
Omni-Channel
Relevance.
Your members don’t see things in black and white. We integrate color and 1:1 personalization to drive higher engagement.
-
01
E-Delivery Synergy
Integrated text and email notifications that drive members to secure portals.
-
02
Marketing ROI
Statement white-space management used for cross-selling auto loans, credit cards, and mortgage Re-Fi.
The Smart Accountability Process
Understand
Specific business requirements
Set
Quantifiable SLA objectives
Develop
Custom roadmap & strategy
Execute
Integrated production plan
Document
Guaranteed Savings
Maximize Your
Member ROI.
Ready for a spend analysis of your current communication process? Join the world’s leading Credit Unions in streamlining their critical outreach.